Financial Advisor
5 days ago
Hybrid working
- Independent financial planning firm
- Dedicated paraplanning and administration support
Fram are working with an independent financial planning firm with offices in Mayfair. Due to a member of the team recently retiring, our client is looking for a financial advisor to take over a book of circa 100 household in the Cambridge area. The role is employed, and advisors are not required to bring clients with them, but to grow and develop the book for clients they are given. Advisors have dedicated paraplanning and administration teams to support them. This is a great opportunity for an experienced advisor from either an independent or restricted background, who will struggle to move clients from their current firm.
The role is to provide clients with specialist advice on how to manage their money. It will involve researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs.
Responsibilities included:
- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
- analysing information and preparing plans best suited to individual clients' requirements
- completing risk analyses
- researching the marketplace and providing clients with information on new and existing products and services
- designing financial strategies
- assisting clients to make informed decisions
- researching information from various sources, including providers of financial products
- reviewing and responding to clients changing needs and financial circumstances
- keeping up to date with financial products and legislation
-
Financial Advisor
13 hours ago
Cambridgeshire, United Kingdom Advance Search & Selection Ltd Full time**Financial Advisor | Client Bank Provided | c£60k basic + full benefits + bonus** **Cambridge** An opportunity has arisen within a highly reputable and progressive whole of market company looking for an experienced Financial Adviser to take over an existing quality client bank. As a Financial Planner, you’ll develop relationships with clients,...
-
Strategic Financial Advisor
2 weeks ago
Milton, Cambridgeshire, United Kingdom Hays Accounts and Finance Full timeA leading firm of chartered accountants and business advisors is recruiting a Corporate Finance Executive to join their Strategic Corporate Finance team.About the RoleThis exciting opportunity offers a chance to work with a reputable firm that provides exceptional training, personal growth, and career engagement opportunities. The team supports ambitious...
-
Strategic Financial Advisor
2 weeks ago
Cambridgeshire and Peterborough, United Kingdom Grafham Water Center Full timeWe are seeking a highly experienced Strategic Financial Advisor to join our team at the Grafham Water Center. This role offers a competitive salary of £60,000 - £70,000 per annum, depending on experience.About the RoleThe successful candidate will be responsible for leading finance support to services through the whole financial cycle, from medium-term...
-
Financial Advisor Career Opportunity
1 week ago
Cambridgeshire and Peterborough, United Kingdom Oval Recruit Full time**Job Summary:**Oval Recruit is seeking a skilled Paraplanner to join their Financial Advisory firm. This role will support the growth of the advisory team and involve client servicing, technical administration, and support duties.The ideal candidate will have previous paraplanning experience, strong technical knowledge of Investment & pension products, and...
-
Compliance Advisor Insurance
13 hours ago
Cambridgeshire, United Kingdom GerrardWhite Full timeCompliance Advisor (Insurance) **Salary**: £35,000 - £50,000 depending on experience and an excellent benefits package. **Hours**: 35 hours a week Monday to Friday **Location**: ST Ives, Cambridgeshire (Hybrid Working) **About Our Client** My client is a leading and expanding motor insurance group who are renowned for their staff reward and recognition and...
-
Financial Controller
4 days ago
Cambridgeshire, United Kingdom Equityfc Full timeOur client is a private investment company with an exceptional track record of investing in and partnering pioneering tech and growth companies across the globe. As founders and investors, they have deep operational expertise and their approach is to takean active role in their portfolio, which has proved very successful with a number of high profile and...
-
Financial Planner
4 days ago
Cambridgeshire and Peterborough, United Kingdom Oval Recruit Full timeA medium-sized Financial Advisory firm in the Spalding area is seeking a Paraplanner to support their growing advisory team.This role encompasses client servicing, technical administration, and support duties in a friendly stable office environment.The ideal candidate should have previous paraplanning experience, strong knowledge of investment & pension...
-
Financial Services Professional
2 weeks ago
Milton, Cambridgeshire, United Kingdom Hays Accounts and Finance Full timeWe are a dynamic firm of chartered accountants and business advisors seeking a Corporate Finance Executive to join our Strategic Corporate Finance team.Firm OverviewWe pride ourselves on providing exceptional training, personal growth, and career engagement opportunities. Our team delivers insight-led strategies to ambitious organisations, supporting every...
-
Senior Customer Advisor
3 weeks ago
Cambridgeshire and Peterborough, United Kingdom CV-Library Full timeAbout this OpportunityCV-Library is seeking a Senior Customer Advisor to join our team. This is a fantastic opportunity for someone with prior experience within financial services to build strong customer relationships and provide expert advice on a range of financial products.Key Responsibilities:Manage a portfolio of customers and provide tailored advice...
-
Financial Planning Associate
1 week ago
Cambridgeshire and Peterborough, United Kingdom Oval Recruit Full timeJob DescriptionThe successful candidate will be responsible for client servicing, technical administration, and support duties in a friendly and stable office environment.Key Responsibilities:Writing Financial Planning reports for advisors to present to clients.Strong technical knowledge of Investment & pension products required, diploma qualification...
-
Procurement Law Advisor
2 weeks ago
Cambridgeshire and Peterborough, United Kingdom Be-IT Ltd Full timeLaw Advisor - ProcurementSalary: £48,000 per annum (estimated)Location: South EastWorking: HybridAbout the PositionWe are looking for a highly skilled Law Advisor to join our team in the South East region. As a member of our shared legal services team, you will be working closely with Be-IT Ltd to provide expert advice on procurement law to public sector...
-
Strategic Financial Advisor
3 weeks ago
Cambridgeshire and Peterborough, United Kingdom Hays Business Support Full timeEstimated salary: £52,000 per annumJob summaryWe are seeking a highly skilled Management Accountant to join our team at Hays Business Support. As a key member of our finance department, you will be responsible for providing timely and accurate accounting data to senior leaders.Key accountabilitiesSupport the Head of Management Accounts in developing...
-
Head of Financial Performance
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom MorePeople Full timeOur client, a well-respected consultancy in the rural sector, is committed to delivering excellence for clients; from prestigious private estates to smaller individual farming enterprises, and everything in-between. They are seeking a senior professional to lead their Farm Consultancy department across East Anglia, as well as collaborating closely with...
-
Financial Services Consultant
2 weeks ago
Cambridgeshire and Peterborough, United Kingdom Just Mortgages Full timeAbout the OpportunityAs a Senior Mortgage Advisor, you will play a key role in our financial services team, working closely with clients, colleagues, and other stakeholders to deliver exceptional results.ResponsibilitiesYou will have overall responsibility for managing your own client relationships and business, ensuring high levels of customer satisfaction...
-
Chief Financial Officer
1 month ago
Cambridgeshire, United Kingdom The CFO Centre UK Full timeJob Description Chief Financial Officer Recruiting across the PE, NR & CB postcodes. What’s the opportunity? If you’re a top quality Chief Financial Officer / Finance Director who’s frustrated and fed up with the confines of a normal corporate life and you’re looking for something different, or you’re an independent CFO who’s already made...
-
Chief Financial Officer
3 weeks ago
Cambridgeshire, United Kingdom The CFO Centre UK Full timeJob DescriptionChief Financial OfficerRecruiting across the PE, NR & CB postcodes.What’s the opportunity?If you’re a top-quality Chief Financial Officer / Finance Director who’s frustrated and fed up with the confines of a normal corporate life and you’re looking for something different, or you’re an independent CFO who’s already made the break...
-
Chief Financial Officer
1 month ago
Cambridgeshire, United Kingdom The CFO Centre UK Full timeChief Financial Officer Recruiting across the PE, NR & CB postcodes.What’s the opportunity?If you’re a top quality Chief Financial Officer / Finance Director who’s frustrated and fed up with the confines of a normal corporate life and you’re looking for something different, or you’re an independent CFO who’s already made the break from corporate...
-
Family Law Advisor
3 weeks ago
Cambridgeshire and Peterborough, United Kingdom Allstaff Full timeAllstaff is delighted to be working with our client, an award-winning law firm, to recruit an experienced Family Law Advisor. Based in St Neots, this role offers a unique opportunity to work with a talented team and contribute to the growth and success of the business.Key ResponsibilitiesProvide expert advice and guidance to clients on family law matters,...
-
Pt Housing Advisor
6 months ago
Cambridgeshire, United Kingdom Ann Pettengell Full timeWe are looking for a Part-Time Housing Advisor for a 12-month temporary assignment, working for a fantastic organisation, based in Cambridge City Centre. As part of the Accommodation team, you will be responsible for the management and maintenance of a number of properties of mixed tenure within a geographical area, in accordance with policies and...
-
Paraplanning Career Opportunity
3 weeks ago
Cambridgeshire and Peterborough, United Kingdom Oval Recruit Full timeOval Recruit is looking for an experienced Paraplanner to join our Financial Advisory firm in Spalding. As a key member of our team, you will be responsible for writing comprehensive Financial Planning reports and providing technical support to advisors.Key Responsibilities:Write Financial Planning reports for advisorsProvide technical administration and...